+1,101.8%
NBIS vs FOXA
+53.5%
+1,048.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.6% |
| 7D | +17.8% | -5.4% | +23.2% | +17.4% |
| 30D | +30.5% | +1.1% | +29.4% | +30.7% |
| 3M | +9.2% | -6.1% | +15.3% | +12.3% |
| 6M | +153.2% | +8.2% | +144.9% | +154.6% |
| YTD | +187.1% | -11.8% | +198.9% | +201.4% |
| 1Y | +151.1% | +9.9% | +141.2% | +151.5% |
| All | +1,101.8% | +53.5% | +1,048.2% | +1,054.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FOXA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling